CA
APC

Clearstead Advisors’s Anadarko Petroleum APC Stock Holding History

Clearstead Advisors’s Portfolio APC Stock Details APC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,800
Closed -$339K – 279
2019
Q2 		$339K Sell
4,800
-357
-7% -$23.9K 0.05% 204
2019
Q1 		$235K Buy
5,157
+357
+7% +$16.2K 0.03% 239
2018
Q4 		$210K Sell
4,800
-79
-2% -$4.46K 0.03% 238
2018
Q3 		$329K Hold
4,879
– – 0.05% 187
2018
Q2 		$357K Buy
4,879
+79
+2% +$5.36K 0.05% 178
2018
Q1 		$290K Hold
4,800
– – 0.04% 189
2017
Q4 		$257K Hold
4,800
– – 0.03% 197
2017
Q3 		$234K Buy
+4,800
New +$212K 0.03% 221
2017
Q2 		– Sell
-4,800
Closed -$298K – 240
2017
Q1 		$298K Sell
4,800
-100
-2% -$6.65K 0.04% 179
2016
Q4 		$342K Buy
+4,900
New +$319K 0.06% 158

Other funds holding APC

SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CI
Capital Innovations Pewaukee, Wisconsin $399K AUM
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.23B AUM 26.34% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Clearstead Advisors's APC Position: Q3 2019 in Review

Clearstead Advisors sold out of Anadarko Petroleum (APC) in Q3 2019, closing a stake of 4,800 shares — an estimated $339K sold.

Clearstead Advisors first reported a position in APC in Q4 2016 and held it in 10 quarters. The position peaked at $357K in Q2 2018. 8 funds tracked by Wall St. Rank hold APC as of Q3 2019.

  • Clearstead Advisors reported no remaining Anadarko Petroleum position as of Q3 2019 after selling out during the quarter.
  • Clearstead Advisors sold 4,800 Anadarko Petroleum shares in Q3 2019, an estimated $339K.
  • Clearstead Advisors first reported a position in Anadarko Petroleum in Q4 2016 and held it in 10 quarters.
  • Clearstead Advisors's Anadarko Petroleum position peaked at $357K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q3 2019.

Based on Clearstead Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.